Vendors¶
Adding a New Vendor¶
There are three different ways to add a new Vendor to the system. The first way is to press the Ctrl + Shift + V keys. The second way is to navigate to File > New > Vendor.
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The last way is to click on the button, and then on the Vendor option.
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All of these three options will open a New Vendor screen.
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The user must fill in the necessary fields such as Vendor, Description, City, Prov/State, Country, Zip/Postal Code, Terms, and Currency.
If all necessary fields are not filled in, the user will be prompted for this information when they perform a save.
Once the proper fields have been entered and saved, the user can find this Vendor along with other Vendors in the Vendor Lookup screen.
Adding a New Vendor Location¶
If you wish to add more than one location for a Vendor, simply use the Vendor Lookup to find the Vendor you are looking for,
or to add a new one. You can access the Vendor Lookup screen by navigating to the tab, and clicking on the
icon. The Vendors screen will be displayed.
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Once you have found the Vendor you are looking for, double-click on the appropriate row. On the Vendor Detail screen click on the Locations tab and then click on the + sign.
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A new Location screen will be displayed, where you can fill out the necessary information.
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While adding a new Location to a Vendor, users also have the ability to add Location Notes. To do so, click on the Notes button in the Locations screen.
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This will open the Vendor Notes window. Click on the + button.
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Users will be able to add a note and select or de-select whether or not they would like the note to Show On Bill of Lading or Show on Packing Slip. Add the Note and click Ok.
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Make sure to save your changes before exiting the screen.
Adding a New Vendor Contact¶
If you wish to add more than one contact for a vendor, simply use the Vendor Lookup to find the vendor you are looking for,
or to add a new one. You can access the Vendor Lookup screen by navigating to the tab, and clicking on the
icon. This will open the Vendors screen.
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Once you have found the Vendor you are looking for, double-click on the appropriate row. On the Vendor Detail screen click on the Contacts tab and then click on the + sign.
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A new Contact screen will be displayed, where you can fill out the necessary information.
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Make sure to save your changes before exiting the screen.
Maintaining a Vendor¶
To find and maintain a Vendor, navigate to the tab, then click on the
icon. This will open the Vendors screen.
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Once the Vendor screen is open, you can search for a particular Vendor using the search filter at the top of the screen. Once you have found the Vendor you wish to open, double-click on the appropriate row. The Vendor Detail screen will be displayed.
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Make any necessary changes to the Vendor information, and make sure to save your changes before exiting the screen.